Nathan Luke, financial advisor Chicago IL

Nathan Luke

CRD Number: 6538735
Current Firm: The Mather Group, LLC

Nathan Luke (CRD# 6538735) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 3 years of experience in the finance industry. Nathan Luke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Randy Kurtz, financial advisor Chicago IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Chicago IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Professional Designations
Company Name Location Dates Years
The Mather Group, LLC Chicago, IL Sep 2020 - Current 1
Partnerinwealth Houston, TX Mar 2020 - Sep 2020 < 1
Unemployed - Family Medical Issues Grand Rapids, MI Jun 2019 - Mar 2020 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Nov 2017 - Jun 2019 1
Bank Of America, N.a. Grand Rapids, MI Jan 2016 - Nov 2017 1
Red Lobster Grand Rapids, MI Mar 2015 - Jan 2016 < 1
Eventlink Sterling Heights, MI Jun 2014 - Oct 2015 1
Family Video Ludington, MI Jan 2014 - Apr 2014 < 1
Pizza Sams Midland, MI Sep 2013 - Dec 2013 < 1
Northwood University Midland, MI Sep 2013 - Dec 2013 < 1
James Street Station Ludington, MI Jun 2013 - Sep 2013 < 1
Sportsman's Bar And Restaurant Ludington, MI May 2013 - Aug 2013 < 1
Northwood University Midland, MI Aug 2011 - May 2013 1
The Dow Chemical Company Midland, MI May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Nathan J. Luke
Phone Number: 630-537-1078
Firm Website: https://tmgfo.com
Registered State(s):
  • CA
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    7,568
    MILLIONS
  • Total Number of Accounts
    12,570
    ACCOUNTS
  • Average Account Value
    $602,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.